Wipfli Financial Advisors’s Eli Lilly LLY Stock Holding History

Wipfli Financial Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.13M	Buy	+9,673	New	+$3.06M	0.22%	48

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's LLY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Eli Lilly (LLY) in Q3 2022: 9,673 shares worth $3.13M. The stake represents 0.22% of the portfolio and ranks #48 among its holdings.

2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

Wipfli Financial Advisors held 9,673 shares of Eli Lilly worth $3.13M as of Q3 2022.
Eli Lilly was a new Wipfli Financial Advisors position in Q3 2022.
Eli Lilly made up 0.22% of Wipfli Financial Advisors's portfolio in Q3 2022, its #48 holding.
2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.